1,796 material Form 8-K filings that 1,448 companies we cover made with the SEC in May 2026, each read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). All of them were written later, when past filings were added: a selection, not every 8-K of the month (see the note below).
G-III Apparel Group signed agreements on May 14, 2026 to buy the global Marc Jacobs operating business, while WHP Global takes over licensing operations through a jointly owned intellectual property venture. G-III said it will fund its approximately $500 million investment with cash on hand and revolving credit borrowings, and that the deal is expected to be dilutive for the first 12 months after closing, with accretion expected thereafter.
G-III's investment is approximately $500 million, funded with cash on hand and revolving credit facility borrowings.
The deal is expected to be dilutive during the first 12 months after closing, with accretion expected thereafter.
Closing is subject to conditions including regulatory approval and is expected in G-III's fiscal third quarter of 2027.
Either party may terminate if closing has not occurred by the six-month anniversary of signing, subject to a possible 60-day extension for antitrust approvals.
Infleqtion reported first-quarter 2026 revenue of $9.5 million, up 14% from a year earlier, and raised its 2026 revenue guidance to at least $40 million. The net loss widened to $30.3 million from $6.0 million, though the per-share loss narrowed to $0.26 from $0.41 on a much larger share count after the go-public transaction.
Q1 2026 revenue of $9.5 million, up 14% year over year
GAAP net loss of $30.3 million, or $0.26 per share, versus a net loss of $6.0 million, or $0.41 per share, in Q1 2025
Go-public transaction expenses of $11.5 million and stock-based compensation of $8.3 million were included in GAAP results
Cash, cash equivalents and available-for-sale securities totaled $569 million as of March 31, 2026
Tyler Technologies closed a $1,437,500,000 offering of 0.50% convertible senior notes due July 15, 2031, including the full exercise of the initial purchasers' option. The company used about $320.7 million of the net proceeds to repurchase 1,026,900 shares and about $187.2 million to fund capped call transactions, which raise the effective conversion price to about $655.77 per share. The filing says the capped calls are expected to reduce potential dilution to shareholders, but the notes add $1.44 billion of debt.
Notes: $1,437,500,000 principal, 0.50% interest, maturing July 15, 2031, issued May 14, 2026
Initial conversion price about $405.94 per share, a premium of about 30% over the $312.27 closing price on May 11, 2026
About $320.7 million of net proceeds used to repurchase 1,026,900 shares; CEO Lynn Moore cited about 2.1 million shares repurchased year to date for about $667 million
Net proceeds about $1,408.1 million; about $187.2 million used for capped call transactions
Pixelworks reported first-quarter 2026 results, with net income of $80.6 million driven by a $85.2 million gain from discontinued operations tied to the January sale of its Shanghai subsidiary. Revenue was about $446,000, up from zero a year earlier, but the loss from continuing operations widened to $4.6 million from $2.8 million, including $2.0 million of restructuring costs. Shareholders also get a $5 million buyback authorization and cash of about $58 million with no debt.
Net income attributable to Pixelworks was $80.6 million, or $12.69 per basic share, versus a net loss of $7.8 million a year earlier.
Revenue was $446,000 versus zero in Q1 2025; loss from operations was $4.9 million versus $3.1 million.
Restructuring expense was $2.0 million; cash and cash equivalents were $57.8 million at March 31, 2026, with no debt.
The Board authorized a $5 million stock repurchase program on March 30, 2026, beginning May 15, 2026; the company targets cash operating expenses of about $2 million per quarter from Q2.
Chicago Rivet & Machine Co. said on May 14, 2026 that its Board approved a temporary suspension of the quarterly cash dividend, to redirect cash toward production capacity, newly awarded products and sales efforts. The filing gives no dividend amount and no financial results, and says the Board will revisit dividend policy as conditions evolve. Shareholders also re-elected all seven directors and ratified Cherry Bekaert LLP as auditor for 2026 at the May 12 annual meeting.
Board approved a temporary suspension of the quarterly cash dividend, announced May 14, 2026; the filing gives no dividend amount.
Stated reasons: meeting production requirements, launching recently awarded products, and investing in business development.
Annual meeting held May 12, 2026: all seven director nominees elected to terms ending at the 2027 annual meeting.
Cherry Bekaert LLP ratified as independent registered public accounting firm for 2026: 727,269 votes for, 5,655 against, 18,806 abstentions.
Gemini agreed on May 14, 2026 to sell 7,142,857 Class A shares at $14.00 each, for $100.0 million, to Winklevoss Capital Fund, LLC, its largest existing stockholder, and closed the private placement the same day. The fund paid in about 1,258 Bitcoin, and the filing says the fund is controlled by Cameron and Tyler Winklevoss, whom it identifies as the Company's President and Chief Executive Officer, respectively, and who are also directors, so the sale is a related-party issuance that adds new shares. The 8-K also reports Q1 2026 results, but the revenue and profit figures appear only in the earnings release (Exhibit 99.3), which was not included in the filing text provided.
Private placement of 7,142,857 Class A shares at $14.00 per share, for aggregate proceeds of $100.0 million, closed May 14, 2026
Purchaser paid with approximately 1,258 Bitcoin; the filing says the purchaser is controlled by Cameron and Tyler Winklevoss, who are also directors
Registration rights amended so the shares are registrable; the Form S-3 demand threshold was lowered from $75.0 million to $50.0 million
Q1 2026 earnings release issued May 14, 2026; earnings call set for May 15, 2026 at 8:30 a.m. E.T.
RenaissanceRe said CFO Robert Qutub and Chief Portfolio Officer Ross Curtis will retire effective December 31, 2026. Matthew Neuber, the company's current Senior Vice President, Senior Financial Officer and Corporate Treasurer, will become Executive Vice President, Chief Financial Officer and Corporate Treasurer on January 1, 2027. The filing contains no financial results, and both retiring executives will stay on as strategic advisors for a transition period.
Robert Qutub retires as CFO effective December 31, 2026; he will remain a strategic advisor through December 31, 2027
Matthew Neuber, age 40, has been Corporate Treasurer since 2019 and joined the company in 2014
Ross Curtis retires as Chief Portfolio Officer effective December 31, 2026; he will advise through June 30, 2027
David Marra, Group Chief Underwriting Officer, will oversee Curtis's responsibilities
York Space Systems reported first-quarter 2026 revenue of $116.3 million, up 9% from a year earlier, but its net loss widened to $114.8 million from $11.7 million, driven largely by an $84.7 million stock compensation expense. The company reaffirmed its full-year 2026 revenue guidance of $545 million to $595 million, which matters to shareholders because revenue grew while profitability weakened sharply.
Revenue rose to $116.3 million from $106.3 million, while gross margin fell to 19% from 23%.
Net loss was $114.8 million versus $11.7 million a year earlier; adjusted EBITDA was a loss of $3.6 million versus a $5.5 million profit.
Full-year 2026 revenue guidance of $545 million to $595 million was reaffirmed as of May 14, 2026.
Backlog rose to $642 million from $543 million at December 31, 2025, and cash was $656 million at March 31, 2026.
Figma reported first-quarter 2026 results on May 14, 2026, with revenue of $333.4 million, up 46% year over year and above its prior first-quarter guidance range. The company raised its full-year 2026 revenue guidance by $55 million, but its GAAP net loss was $142.4 million, compared with net income of $44.9 million a year earlier, so shareholders face a mixed picture of stronger sales and outlook alongside a larger GAAP loss.
Q1 2026 revenue was $333.4 million, up 46% year over year, versus 40% growth in Q4 2025.
Full-year 2026 revenue guidance is $1.422 billion to $1.428 billion, a $55 million raise; non-GAAP operating income guidance is $125.0 million to $135.0 million.
Second-quarter 2026 revenue outlook is $348.0 million to $350.0 million.
GAAP net loss was $142.4 million, or $(0.27) per share, versus net income of $44.9 million in Q1 2025; non-GAAP net income was $56.5 million.
Aqua Metals reported a first quarter 2026 net loss of $3.95 million, or $1.22 per share, down from $8.32 million, or $10.27 per share, in the first quarter of 2025. The company also said it will not proceed with the non-binding term sheet to acquire Lion Energy, and cash and cash equivalents fell to $6.8 million from $10.8 million at December 31, 2025.
Q1 2026 net loss was $3.95 million ($1.22 per share) versus $8.32 million ($10.27 per share) in Q1 2025.
Total operating expense was $4.14 million versus $8.68 million a year earlier; Q1 2025 included a $5.25 million impairment and loss on disposal.
Cash and cash equivalents were $6.82 million at March 31, 2026, compared with $10.81 million at December 31, 2025.
The company will not pursue the Lion Energy acquisition under the February 11, 2026 term sheet terms and is evaluating alternative structures.
American Electric Power entered forward sale agreements tied to 23,543,308 common shares sold by underwriters, including an option exercised in full on May 13, 2026. The forward sale price starts at $124.968 per share, and the company expects settlement on or before May 31, 2028. Shareholders should note the company will only receive proceeds if it elects physical settlement, and share issuance could dilute earnings per share.
Forward sale agreements cover 20,472,442 shares signed May 12, 2026, plus 3,070,866 additional shares after the underwriters' option was exercised in full on May 13, 2026
Initial forward sale price is $124.968 per share, subject to a floating interest rate factor and dividend-related reductions
Company expects settlement on or before May 31, 2028, and may choose cash or net share settlement instead of physical delivery
Forward purchasers can accelerate settlement in certain events, which could require share issuance irrespective of the company's capital needs
Heartflow reported first quarter 2026 revenue of $52.6 million, up 41% year over year, and a net loss of $27.4 million, or $0.32 per share, versus $32.3 million, or $5.25 per share, a year earlier. The company raised its full-year 2026 revenue guidance to $228 million to $232 million from $218 million to $222 million, though GAAP results include a $7.5 million non-cash impairment charge tied to facilities changes.
Q1 2026 total revenue was $52.6 million, up from $37.2 million; U.S. revenue was $48.3 million.
Gross margin was 80.2%, compared with 75.1% a year earlier.
Net loss was $27.4 million, including a $7.5 million non-cash impairment charge from a headquarters relocation to San Francisco.
2026 revenue guidance raised to $228 million to $232 million; cash, cash equivalents and investments were $254.9 million at March 31, 2026.
KeyCorp shareholders elected all 14 nominated directors and approved the 2026 Equity Compensation Plan at the May 14, 2026 annual meeting. The company also announced a new share repurchase program of up to $3.0 billion of common shares, which replaces a $1.0 billion authorization that had about $280 million remaining. For shareholders, the buyback is the most significant item, while the new plan raises the annual compensation limit for non-employee directors to $750,000 from $500,000.
All 14 director nominees were elected at the May 14, 2026 annual meeting.
The 2026 Equity Compensation Plan was approved; it raises the non-employee director annual limit from $500,000 to $750,000.
New repurchase authorization of up to $3.0 billion of common shares replaces the $1.0 billion program, which had about $280 million remaining.
Quarterly common dividend of $0.205 per share is payable June 15, 2026, to holders of record on June 2, 2026.
Fifth Era Acquisition Corp I (FERA) said Chief Financial Officer Christopher Linn resigned effective immediately on May 8, 2026, and the Board appointed Christopher Nelson as CFO the same day. The filing states Linn's resignation was not due to any disagreement with the company on operations, policies or practices, including financial reporting or accounting.
Christopher Linn resigned as CFO on May 8, 2026, effective immediately; the filing says no disagreement with the company was involved
Christopher Nelson, age 29, was appointed CFO effective immediately on May 8, 2026
Nelson has supported the company's accounting, finance and reporting functions since its IPO and previously held finance roles at Fifth Era Partners beginning in 2021
CSX's board authorized $5 billion of new share repurchase authority on May 12, 2026, on top of about $989 million remaining under the existing program as of March 31, 2026. The same day, the company announced that Stephen Fortune, Executive Vice President and Chief Digital & Technology Officer, had left the company, with Steve Watkins taking over his responsibilities.
Board authorized $5 billion of incremental buyback authority, added to about $989 million remaining as of March 31, 2026
Stephen Fortune's employment separated effective immediately on May 14, 2026, subject to a separation agreement and release
Steve Watkins assumes Fortune's responsibilities and reports directly to CFO Kevin S. Boone
At the May 12, 2026 annual meeting, all twelve director nominees were elected and shareholders ratified Ernst & Young LLP as auditor for 2026
Standex International named CFO Ademir Sarcevic Executive Vice President, Corporate and Group President, Electronics, effective with the May 12, 2026 announcement. He will remain CFO until the company completes its search for a successor, and he receives a $750,000 restricted stock unit award.
Sarcevic was promoted from Vice President, CFO and Treasurer to EVP, Corporate and Group President, Electronics, announced May 12, 2026.
He will continue as CFO until a successor CFO is named.
Special award of $750,000 in restricted stock units, granted July 1, 2026; one-third vests on the second anniversary and two-thirds on the third anniversary of the grant date.
Biogen completed its acquisition of Apellis Pharmaceuticals on May 14, 2026, after about 82.4% of Apellis shares were tendered into its $41.00-per-share cash offer, plus one contingent value right per share worth up to $4.00 tied to SYFOVRE sales milestones. Biogen borrowed the full $2 billion under a new unsecured term loan on May 13, 2026, and used part of it to pay for the deal. Apellis's EMPAVELI and SYFOVRE products recorded $689 million in net product revenue in 2025, but the CVR payments depend on sales thresholds that may never be met.
Offer price: $41.00 per share in cash plus one CVR per share worth up to $4.00 in total
105,687,831 Apellis shares validly tendered, about 82.4% of shares outstanding at expiration
$2 billion unsecured term loan: $1 billion due May 12, 2027 (Tranche A) and $1 billion due May 12, 2028 (Tranche B)
EMPAVELI and SYFOVRE recorded $689 million in combined net product revenue in 2025
Iridium agreed on May 13, 2026, to acquire the 61% of Aireon it does not already own for approximately $366.7 million, paid half in cash at closing and half as a seller loan due one year later. Iridium also expects to assume about $155.0 million of Aireon debt and expects net leverage to rise to about 4.0 times OEBITDA in Q3 2026, with its share buyback program remaining paused.
Purchase price is approximately $366.7 million, with 50% paid in cash at closing and 50% as a $183.36 million, non-interest-bearing seller loan due one year after closing.
Iridium expects to assume Aireon debt of about $155.0 million at closing, bearing interest at SOFR + 6.25% and maturing October 2028.
Iridium expects the deal to add at least $100 million of annualized service revenue and $30 million of annualized OEBITDA.
Net leverage is expected to rise to about 4.0 times OEBITDA in Q3 2026; the paused share buyback is unchanged, and closing is targeted for early July 2026, subject to regulatory approvals.
AIRO Group Holdings reported first quarter 2026 results on May 14, 2026, with revenue of $8.9 million, down from $11.8 million a year earlier, and a net loss of $15.5 million, compared with $2.0 million. The company reiterated its full-year 2026 revenue growth outlook of 15% to 25% and introduced full-year 2026 Adjusted EBITDA guidance in the negative mid- to high-teens dollar range, while also evaluating strategic alternatives for its Training segment. For shareholders, the weaker quarter and projected adjusted loss mean the revenue growth target depends on the drone backlog converting to sales over the next 12 months.
Revenue was $8.9 million versus $11.8 million in Q1 2025; gross margin was 26.6% versus 58.8%.
Net loss was $15.5 million versus $2.0 million; operating loss was $17.2 million versus $3.1 million.
Full-year 2026 revenue growth of 15% to 25% reiterated; new Adjusted EBITDA guidance in the negative mid- to high-teens dollar range.
Drone backlog exceeded $150 million as of April 30, 2026; cash totaled $54.2 million as of March 31, 2026.
Wolverine Worldwide reported first-quarter 2026 revenue of $457.6 million, up 11.0% from $412.3 million a year earlier, and diluted earnings per share of $0.24, up from $0.15. The company raised its fiscal 2026 diluted EPS outlook to $1.39 to $1.54 from $1.31 to $1.46 and kept its revenue outlook unchanged at $1.960 billion to $1.985 billion. For shareholders, the filing shows higher reported earnings and a higher full-year profit forecast.
Q1 2026 revenue was $457.6 million, up 11.0%; Active Group revenue rose 13.7% to $371.6 million.
Diluted EPS was $0.24 versus $0.15; adjusted diluted EPS was $0.25 versus $0.19.
Fiscal 2026 diluted EPS outlook raised to $1.39 to $1.54 from $1.31 to $1.46; revenue outlook unchanged.
Net debt was $519 million at April 4, 2026, down $85 million, or 14.1%, from a year earlier.
YETI reported first quarter 2026 sales up 8% to $380.4 million, while diluted EPS fell 35% to $0.13 from $0.20 and adjusted EPS fell 16% to $0.26, including a $0.09 unfavorable net impact from incremental tariffs. The company raised its 2026 adjusted EPS outlook to $2.83 to $2.89 and increased its share repurchase authorization to $500 million, which matters to shareholders because the earnings forecast rose and buyback capacity expanded even though profit declined in the quarter.
Q1 2026 net sales rose 8% to $380.4 million; wholesale sales rose 19% to $183.6 million, while direct-to-consumer sales were flat at $196.8 million
Diluted EPS fell 35% to $0.13 from $0.20; net income fell 41% to $9.9 million; operating income margin was 3.3%
2026 adjusted EPS outlook raised to $2.83 to $2.89, up from $2.77 to $2.83; sales growth outlook low end raised to 7% to 8%
Board increased share repurchase authorization to $500 million available as of May 14, 2026; outlook includes $100 million in expected 2026 repurchases
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Briefs marked “Written later” were written in November 2026 for filings that were by then more than three weeks old, so months before mid-October 2026 hold a selection: every material 8-K of the past year for the 100 largest companies we cover and the last 15 important 8-Ks of every other one. Briefs the number check holds back are not shown or counted. Also: the last 45 days, briefs by company, A–Z and the live SEC filings wire.